Within this section we look at two keep aspects of Expert Agent:  

Applicants

Viewings

When you have a large number of Active Applicants sometimes it can be hard to see the wood for the trees when running Matches or loading your Grids.  

You can add in a Status Prompt to help categorise the Applicants.  

For example you could have a Status Prompt called "Mailing List" with the answers of "Email Only", "Hot List", Active Mailing List".  This can be added the same way as any other Status Prompt by going to Tools -> Configuration -> Applicant Configuration -> Applicant Status Prompts.  

Applicant Status Prompts

Once this is created you will be able to categorise your applicants further than just Active or Inactive.  

You can also create personal Quicklinks or Saved Selections from your grid using the new Applicant Status Prompt.  

Saved Selections (Custom Quicklinks)

This section is the second half of the module designed to help you with booking, managing and progressing viewings within Expert Agent 

Booking viewings

Managing viewing requests from the website

Chasing viewings

Using the Viewings Planner

The events tab holds all the history of the record.  Expert Agent is OFT compliant which means everything you do within the system is recorded and cannot be changed or deleted.  If you need to look back in the history to find a specific log make use of the filters.  You can also add any additional notes you would like.

1. Filter on the event type you are looking for.  This will narrow down the results making it a lot quicker and easier to find.
2. The results will show in this section.  Click into each one for further details.
3. Either Create a Report of your selection or add a New Event if you would like to add any additional notes.